Summary
Overview
Work History
Education
Skills
Volunteer Expirience
References
Timeline
Generic

Anna Turgeon

Falmouth,ME

Summary

Dynamic professional with strong client communication and public speaking skills. Experienced in enhancing client experiences and promoting institutional value. Committed to relationship management and driving teamwork.

Overview

6
6
years of professional experience

Work History

Client-Service Intern

ClearPoint Capital - Ameriprise Financial
Portland, USA
10.2024 - 09.2025
  • Support financial advisors with scheduling, client communication, and preparation of meeting materials.
  • Manage administrative workflows to improve efficiency and client experience.
  • Gain exposure to financial services, client relationship management, and professional operations.
  • Assisted in developing marketing materials for social media campaigns.

Campus Tour Guide

University of Maine - Team MAINE
Orono, USA
02.2024 - 09.2024
  • Represent the university to prospective students and families in both individual and group settings.
  • Develop strong public speaking, presentation, and relationship-building skills.
  • Answer questions with professionalism while promoting the value of the institution.

Server/Bartender

Rivalries Sports Bar, Becky's Diner
Portland, ME
03.2021 - Current
  • Operated POS terminals to input orders, split bills, and calculate totals.
  • Provided exceptional service to high volume of daily customers.
  • Assisted in training new servers on bar procedures and service standards.

Counselor & Program Staff

Falmouth Community Programs
01.2020 - 01.2021
  • Planned engaging programs and recreational activities for diverse age groups.
  • Facilitated group discussions to promote teamwork and social skills.
  • Communicated effectively with parents regarding camper needs and progress.

Education

Bachelor of Science - Finance & Marketing

University of Maine - Maine Business School
Orono, ME
01.2027

High School Diploma -

Falmouth High School
Falmouth, ME
01.2023

Skills

  • Microsoft Office Suite
  • Client relationship management
  • Data organization
  • Salesforce CRM
  • Event planning and management
  • Administrative support
  • Public speaking

Volunteer Expirience

  • Volunteer Work: Furniture Friends, Preble Street, Odyssey Preschool
  • Youth Coaching, Falmouth Basketball, Field Hockey
  • Organizer, Campus hygiene drive for Preble Street

References

References available upon request.

Timeline

Client-Service Intern

ClearPoint Capital - Ameriprise Financial
10.2024 - 09.2025

Campus Tour Guide

University of Maine - Team MAINE
02.2024 - 09.2024

Server/Bartender

Rivalries Sports Bar, Becky's Diner
03.2021 - Current

Counselor & Program Staff

Falmouth Community Programs
01.2020 - 01.2021

Bachelor of Science - Finance & Marketing

University of Maine - Maine Business School

High School Diploma -

Falmouth High School

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